+17.4%
NOK vs VLTO
+20.2%
-2.9%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +0.8% | +6.0% | +7.2% |
| 7D | -1.4% | +2.0% | -3.5% | -0.5% |
| 30D | -21.0% | +21.8% | -42.8% | -13.0% |
| 3M | -12.6% | +20.2% | -32.8% | -3.6% |
| 6M | -36.2% | +36.3% | -72.5% | -28.8% |
| YTD | +26.4% | +18.8% | +7.6% | +41.4% |
| All | +17.4% | +20.2% | -2.9% | +31.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded VLTO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling